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Shape Software Reviews & Product Details - Page 2

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Shape Software Product Details

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Shape Software Media

Shape Software Demo - Responsive, Cloud-Based Software
Access Shape from anywhere on any device. Shape's responsive design allows you to get your work done no matter what size screen you're using - from anywhere with a wifi connection.
Shape Software Demo - Prioritized Sales Pipelines
Send new leads to your sales pipelines, automatically segmenting your contacts to target and engage the most qualified prospects. With a repeatable and automated sales process, you can eliminate busy work and transform every salesperson into a revenue machine like never before.
Shape Software Demo - Integrated Customer Portal
With Shape's built-in point of sale, offer your customers a secure hub to upload information, share files, and get status updates on open projects.
Shape Software Demo - Built-in Calling, Texting, and Emailing
Contact your leads and contacts faster with integrated email and telephony tools. Call, text, and email seamlessly in-app with all of your prospects' information at your fingertips.
Shape Software Demo - Mobile App
Take Shape on the go with our mobile app available on the App Store and Google Play.
Play Shape Software Video
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64 Shape Software Reviews

4.6 out of 5
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64 Shape Software Reviews
4.6 out of 5
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4.6 out of 5
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Shape Software Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Here's how.
AP
Small-Business (50 or fewer emp.)
"Shape has increased our sales over 26% We would be lost without their system"
What do you like best about Shape Software?

What's most helpful is their team! They have been so beneficial in educating me, and my team on all the nuances shape provides. They are genuinely cutting-edge! Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

I honestly cannot think of any downsides; everything is smoothly integrated Review collected by and hosted on G2.com.

Sam k.
SK
partner
Small-Business (50 or fewer emp.)
"RIP - OFF WITH HORRIBLE CUSTOMER SERVICE"
What do you like best about Shape Software?

cloud based. Nothing really other then centralizing lead info and docs into one convenient portal Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

The company has been billing us month after month for services we did not enable. $300 / mo for google API for maps and $500 / month for call recording. Do not be fooled by their 99/month advertisement. The system will not allow us to remove our credit card info, and they have yet to refund us for fraudulent billing charges that have occurred month after month. They never pick up the phone and bounce you around to different departments via email ONLY. When I emailed my notification of canceling, service was the only time I received a phone call regarding the matter from Daniel Kim in an attempt to retain our account, which is sadly too late. Given the company's evil actions, I am looking to see who else out there has been taken advantage of by Shape. My attorney would like others to step forward so we can build a cohesive case and seek damages for all who are entitled.

Also, any changes, even if it is of the smallest type, have to go through their "engineers," so you have to pay a premium to make any alternations handicapping you and your IT/web development staff. Please stay away from this company and go with a more established organization. Review collected by and hosted on G2.com.

Response from Megan Romanowski of Shape Software
Editedit

Hi Sam, Thank you for your review. Upon review of your account, it looks like we had explained to you it appeared someone on your team enabled some of our great features (like Google API for maps, and call recording).

In the future, all of our amazing features and services can be seen in the "Billing and Transactions" Page of your Shape system, where you can access 20+ services with $0 setup fee and no coding is required (it's all built-in), such as e-signatures, e-mails, texts, credit pulling, enterprise lead management, and even an enterprise phone system.

We are also happy you discovered our custom engineering abilities, which allow some of our larger enterprise clients to utilize our engineers to build their dream CRM system. While there is always a cost to custom development no matter what solution you choose, we pride ourselves on being the most cost-effective solution with some of the best engineers and designers out there. We always like to say, "if you can dream it, we can build it" :)

I'm also happy to hear our lead/prospect management functions and other functionality are benefiting your business.

We listen to all of our existing and past clients and I appreciate you sharing your experience here with us!

Thank you,

Megan

Ma. Amor R.
MR
Virtual Administrative Medical Assistant
Mid-Market (51-1000 emp.)
"Absolutely the best CRM that I have ever used."
What do you like best about Shape Software?

Marketing automation: Shape Software offers a range of marketing automation tools, including email campaigns, landing pages, and lead scoring. Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

None so far. It is the best software I have used. Review collected by and hosted on G2.com.

BV
Marketing Director
Small-Business (50 or fewer emp.)
"Shape's Customer Service & Response Time is top notch."
What do you like best about Shape Software?

Shape has a very user friendly UI. Additionally, the customer service from Daniel Kimm, Stewart Hartman and the troubleshooting support staff, everyone has been extremely helpful and responses are always provided in a timely manner. I would strongly recommend using Shape for all of your business marketing needs! Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

Not applicable. I do not have any complaints as Shape is exactly everything I need built into one system. Review collected by and hosted on G2.com.

Victoria Q.
VQ
Client Success Manager
Enterprise (> 1000 emp.)
"Great for contact management and customer support."
What do you like best about Shape Software?

It has lead management, customer support, and our phones, emails and texts are all in one place! The team is always extremely helpful in getting us set up. Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

There is nothing I dislike about Shape Software. Review collected by and hosted on G2.com.

EA
Small-Business (50 or fewer emp.)
"Everything I could ask for"
What do you like best about Shape Software?

The Shape platform has provided literally every single thing I could want or ask for to keep in touch with my customers on every single level. Highly recommended Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

I cant think of anything that Shape is missing Review collected by and hosted on G2.com.

Hamdan Q.
HQ
Top Rated Plus US Accounting and Tax Expert
Small-Business (50 or fewer emp.)
"Best CRM I've used to date"
What do you like best about Shape Software?

Customer support is great and the user interface is very easy to use. Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

There's nothing that I dislike about Shape Software. Great system, great support. Review collected by and hosted on G2.com.

Chris W.
CW
Mortgage Loan Officer
Small-Business (50 or fewer emp.)
"Service second to none."
What do you like best about Shape Software?

Software is easy to use... other products I have used required massive customization to be usable... Shape is ready to go out of the box, with small changes to verbaiges. Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

I haven't found anything yet... but I've only been using the system for a couple of months. Review collected by and hosted on G2.com.

Brady W.
BW
CEO
Small-Business (50 or fewer emp.)
"After 25 years I've finally found the CRM that has helped me reduce cost and increase revenue."
What do you like best about Shape Software?

Ease of use and flexibility to customize. Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

Nothing to dislike, however, I would like to see the ability to send emojis with SMS. Review collected by and hosted on G2.com.

TG
Mortgage Underwriter
Mid-Market (51-1000 emp.)
"Robust CRM!!!"
What do you like best about Shape Software?

Shape syncs, advertise, customizes, and provides the best reporting CRM system I’ve used.

You can call, text, email, and send out mass marketing all in one on the platform.

It is amazing to see the dashboard reports that show leads, prospects, and live numbers.

Shape is prepared from intake to closing and the platform is clear cut and customizable to my needs! Review collected by and hosted on G2.com.

What do you dislike about Shape Software?

When declining a document Shape allows you to provide a customized comment to explain the denial.

I would love to explore a prepopulated drop-list of reasons for the denial. Review collected by and hosted on G2.com.

Shape Software Pricing

Software User License
$119.00
Per Month
See Shape Software pricing
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Shape Software Features
Contact & Account Management
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Task / Activity Management
Email Marketing
Campaign Management
Lead Management
Case Management
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Pros and Cons Details
Shape Software
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